Is the sky the limit for AAPL?

24 авг. 2018 г.

Time and time again AAPL continues to surprise investors with higher than expected iPhone sales, avg. selling prices, and strong growth while holding a lot of cash and maintaining a sensible valuation. I see them churning into next earnings as investors mull over whether AAPL can really continue selling iPhones at this pace and there seems to be more weight getting placed on AAPL's services revenue despite this being a small portion of total rev. There's a strong belief that APPL's mobile payments will grow at a rapid pace though they have other e-commerce giants seeking to create their own payment systems within their respective massive ecosystems and the question remains whether AAPL will be able to capitalize on markets such as India(iPhone sales growth of cheaper models) and China both of which are countries where mobile payments are growing substantially through different platforms. With a large portion of revenue stemming from China, risk of not creating new innovative tech/phones, data privacy issues, and high growth targets - especially within saturated markets; I think we will see some risk off ahead of these next earnings where we will see the ~$207 (trillion dollar mark) act as support until we get new results; with another typical AAPL earnings beat we will see high 220's and with a miss, we will rescind down to the mid 190's.
Just a quick overview of how I see AAPL moving into next earnings and their post-earnings moves.